Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,145 | $59,006+5.3% | $97,295-36.1% | $74,478-16.6% |
| Participation rate | 23.3% | 63.7%-40.4pp | 72.7%-49.4pp | 67.2%-43.9pp |
| Annual return | 13.78% | 16.04%-2.3pp | 75.62%-61.8pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $569 | $1,894-70.0% | $2,723-79.1% | $2,626-78.3% |
| Participant deferral / active EE | $979 | $3,671-73.3% | $4,264-77.0% | $4,350-77.5% |
| Admin fee / account holder | $952 | $1,974-51.8% | $5,646-83.1% | $1,946-51.1% |